Estate planning and elder law is closely related. However, there are planning opportunities that are often overlooked by attorneys when a client books an appointment to create a “simple” will or update their planning documents.
This session will cover critical topics estate planning and elder law attorneys should be discussing with every client..
Valerie Peterson, J.D. also covers:
- How to offer solutions to clients who need specialized planning due to their age or health needs.
- How to offer solutions to clients without giving away free legal advice.
Webinar Recorded: April 8, 2021
Presenter: Valerie Peterson, J.D
Duration: 58 minutes